CALIFORNIA CONSUMER - History of Changes


DateDescription
2024-03-08 delete phone (602) 793-3123
2024-03-08 insert email pa..@mymodernwealthpartners.com
2023-08-07 insert email we..@mymondernwealthpartners.com
2023-08-07 insert person Wendy Stockwell
2023-08-07 update person_description Holly Taifer => Holly Taifer
2023-08-07 update person_description Shaw Lacey => Shaw Lacey
2023-08-07 update person_title Sammy Benbow: Planner Assistant => ParaPlanner
2023-08-07 update person_title Shaw Lacey: Practice Manager => Practice Manager for Chris Zonca 's Team at Modern Wealth Partners; Practice Manager
2023-06-20 update person_description Esther Daneshvar => Esther Daneshvar
2023-04-24 delete source_ip 104.16.65.197
2023-04-24 delete source_ip 104.16.66.197
2023-04-24 delete source_ip 104.16.67.197
2023-04-24 delete source_ip 104.16.68.197
2023-04-24 delete source_ip 104.16.69.197
2023-04-24 insert source_ip 104.17.167.172
2023-04-24 insert source_ip 104.17.168.172
2023-04-24 insert source_ip 104.17.169.172
2023-04-24 insert source_ip 104.17.170.172
2023-04-24 insert source_ip 104.17.171.172
2023-03-10 update person_description Frederick Lewis => Frederick Lewis
2022-12-05 delete personal_emails ch..@mymodernwealthpartners.com
2022-12-05 delete personal_emails tr..@mymodernwealthpartners.com
2022-12-05 delete email ch..@mymodernwealthpartners.com
2022-12-05 delete email tr..@mymodernwealthpartners.com
2022-12-05 delete person Charlene Aguilar
2022-12-05 delete person Troy Westernoff
2022-10-29 delete personal_emails sc..@mymodernwealthpartners.com
2022-10-29 delete contact_pages_linkeddomain fmgwebsites.com
2022-10-29 delete email sc..@mymodernwealthpartners.com
2022-09-07 delete address 15169 N. Scottsdale Rd. Suite 205 Scottsdale, AZ 85260
2022-09-07 insert address 17015 N Scottsdale Rd. Suite 300 Scottsdale, AZ 85255
2022-09-07 update person_title Krista Coletto: Planner Assistant => Business Development
2022-08-07 delete personal_emails ni..@lfg.com
2022-08-07 insert personal_emails kr..@mymodernwealthpartners.com
2022-08-07 delete email ni..@lfg.com
2022-08-07 delete person Malia Kumar
2022-08-07 delete person Nicole Letarte
2022-08-07 insert email kr..@mymodernwealthpartners.com
2022-08-07 insert person Krista Coletto
2022-08-07 update person_description Jordan Findley => Jordan Findley
2022-08-07 update person_description Justin Findley => Justin Findley
2022-08-07 update person_title Jordan Findley: Financial Planner; Planner Assistant => Financial Planner
2022-08-07 update person_title Justin Findley: Financial Planner; Planner Assistant => Financial Planner
2022-07-04 insert personal_emails ch..@mymodernwealthpartners.com
2022-07-04 insert personal_emails sa..@mymodernwealthpartners.com
2022-07-04 insert email ch..@mymodernwealthpartners.com
2022-07-04 insert email sa..@mymodernwealthpartners.com
2022-07-04 insert person Charlene Aguilar
2022-07-04 insert person Sammy Benbow
2022-07-04 update person_title Jordan Findley: Planner Assistant => Financial Planner; Planner Assistant
2022-07-04 update person_title Justin Findley: Planner Assistant => Financial Planner; Planner Assistant